fbpx

Chad Schiel

Advisor Details

Financial Advisor in San Juan Capistrano, California with 14 Year(s) of Experience

Professional Designations

Registered Investment Advisor (RIA)

Personal Bio

“I have seen some of the best and worst that this world can throw, and it’s for this reason that I am so passionate about helping others. My personal story includes beating lung cancer, fighting terrorism in Iraq, starting a small business, and earning my MBA, all before the age of 30. These life experiences, my education and leadership skills bring a confident approach and warmhearted understanding to personal client advising not commonly found in other financial advisors.” – Chad Schiel

Firm Name

Schiel Wealth Management

Firm Bio

Offering tailored, personalized financial solutions for individual investors and business owners by utilizing goal orientated planning, a diversified conservative investment strategy and uncompromising service.

Advisor Type

RIA - Chad Schiel

Firm SEC/CRD #

7717

Research this Firm:

Firm Logo

Resume

Education

Boston University
Financial Planning Certification for CFP
Duration: 2006 - 2009
Regis University
MBA, Finance and Accounting
Duration: 2013 - 2014

License(s)

Series 66, Series 7

Advisor SEC/CRD #

5706184

Research this Advisor:

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

Yes

Methods of Compensation

Fee-Based

Specialties

Preferred Client Type

Personal Blog

Affinity Groups

Kids Around the World, Community Outreach Alliance, Exchange Club of San Clemente, and the Marine Corps League

Activities/Hobbies

Camping, Coaching, Fishing, Hiking, Volunteering

Military Veteran

Marine Corps

Volunteer Experience

Chad is an avid fly fisherman and enjoys volunteering with Community Outreach Alliance, and other youth organizations where he can share his passion for the outdoors with others. He is also an active member of the Exchange Club of San Clemente and the Marine Corps League, two of Orange County’s finest philanthropic community non-profits. In 2017 he was awarded the “California Unsung Heroes Award” from the California Senate for his volunteer work with military families, Veterans, and combating homelessness and hunger.

Accomplishments

Chad is a dedicated Comprehensive Wealth Manager and enjoys providing individualized attention to each client. Prior to becoming an advisor in 2009, he served five honorable years as a Marine Intelligence Analyst stationed at Camp Pendleton and completed one combat tour of duty to Iraq in 2003. A lung cancer survivor, he brings with him a warmhearted understanding in additional to his confident approach in service to his clients. His personal approach to working with investors has earned him the prestigious Five Star Wealth Managers Award five consecutive years.

Honors/Awards

  1. California Unsung Heroes Award, California Senate, 2017
  2. Five Star Wealth Manager Award, 2016, ’17, ’18, ’19 and 2020

Disclaimer

Chad Schiel is a Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Office of Supervisory Jurisdiction: 9911 Irvine Center Drive, Suite 100, Irvine, CA 92618-4329. Independent Financial Group and Schiel Wealth Management are not affiliated entities. California Insurance License #0G82354. Licensed to sell securities in the following states: AZ, CA, CO, MT, OR, SC, UT, VA. Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/

Reviews

L
Lauren Stavros

I just started working with Chad at Schiel Wealth Management this last year, and as a brand new investor have been pleased with the education and understanding that Chad has provided me. I appreciated him taking time to explain what otherwise might be standard knowledge for experienced investors. For example, Chad helped me understand that we can actually get paid two different ways from the same investment. He helped me understand my investment objectives and why a calculated approach after first establishing a realistic goal was best suited for me rather than just buying random investments. He was also able to “put color” as he says to my financial future, by showing me that my retirement goals are actually well within reach. Finally I like his straightforward Marine Veteran leadership style and the fact that he has helped and been an active part of the community. I’d recommend Chad to anyone looking for a straightforward, highly educated and experienced financial advisor.

Contact:

30448 Rancho Viejo Road
San Juan Capistrano, California 92675

Schedule an Introduction

Leave a Review

Your email address will not be published. Required fields are marked *

Rate your overall experience with this Financial Advisor.